See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,098 | $58,851+122.8% | $115,157+13.8% | $72,985+79.6% |
| Participation rate | 40.0% | 65.5%-25.5pp | 75.9%-35.9pp | 69.5%-29.5pp |
| Annual return | 1.42% | 23.16%-21.7pp | 35.60%-34.2pp | 81.00%-79.6pp |
| Employer contribution / active EE | $1,686 | $1,798-6.2% | $3,179-47.0% | $2,440-30.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $31,128 | $6,370+388.7% | $7,088+339.2% | $5,124+507.5% |